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Arete Wealth Advisors’s Clorox CLX Stock Holding History

Arete Wealth Advisors’s Portfolio CLX Stock Details CLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,681
Closed -$1.06M – 536
2023
Q2 		$1.06M Buy
6,681
+1,654
+33% +$267K 0.09% 209
2023
Q1 		$795K Sell
5,027
-225
-4% -$33.7K 0.06% 258
2022
Q4 		$737K Sell
5,252
-234
-4% -$33.2K 0.06% 258
2022
Q3 		$704K Buy
5,486
+2,371
+76% +$342K 0.07% 238
2022
Q2 		$439K Sell
3,115
-247
-7% -$35.3K 0.04% 271
2022
Q1 		$467K Buy
+3,362
New +$515K 0.04% 294
2021
Q1 		– Sell
-1,338
Closed -$269K – 422
2020
Q4 		$269K Sell
1,338
-742
-36% -$154K 0.04% 322
2020
Q3 		$435K Sell
2,080
-1,131
-35% -$252K 0.07% 227
2020
Q2 		$704K Buy
3,211
+2,039
+174% +$407K 0.12% 183
2020
Q1 		$203K Buy
+1,172
New +$194K 0.04% 304
2019
Q3 		– Sell
-1,316
Closed -$201K – 411
2019
Q2 		$201K Hold
1,316
– – 0.04% 371
2019
Q1 		$211K Sell
1,316
-110
-8% -$17.1K 0.04% 348
2018
Q4 		$220K Hold
1,426
– – 0.05% 318
2018
Q3 		$214K Buy
+1,426
New +$203K 0.05% 331
2018
Q2 		– Sell
-1,598
Closed -$213K – 370
2018
Q1 		$213K Buy
+1,598
New +$215K 0.07% 294

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arete Wealth Advisors's CLX Position: Q3 2023 in Review

Arete Wealth Advisors sold out of Clorox (CLX) in Q3 2023, closing a stake of 6,681 shares — an estimated $1.06M sold.

Arete Wealth Advisors first reported a position in CLX in Q1 2018 and held it in 15 quarters. The position peaked at $1.06M in Q2 2023. 1,064 funds tracked by Wall St. Rank hold CLX as of Q3 2023.

  • Arete Wealth Advisors reported no remaining Clorox position as of Q3 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 6,681 Clorox shares in Q3 2023, an estimated $1.06M.
  • Arete Wealth Advisors first reported a position in Clorox in Q1 2018 and held it in 15 quarters.
  • Arete Wealth Advisors's Clorox position peaked at $1.06M in Q2 2023.
  • 1,064 funds tracked by Wall St. Rank held Clorox as of Q3 2023.

Based on Arete Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.